- Insight Global (Chicago, IL)
- …clients. They will also help find solutions for any complex problems that these Hight Net Worth clients with 250K+ assets are dealing with. Overall, they will be ... inbound phone call to clients Structured/Repetitive environment Consistently deliver efficient, high -quality, and comprehensive service to clients with $250k +… more
- Wipfli LLP (Chicago, IL)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services + Research and consult on… more
- Wipfli LLP (Chicago, IL)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... Tax Manager is responsible for clients receiving proactive communication and timely service + Perform detailed reviews of tax work papers and provision calculations… more
- Wipfli LLP (Chicago, IL)
- …Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services + Research and consult on ... and communicate effectively with the client to provide superior client service + Actively participate in business development efforts to include working… more
- KPMG (Chicago, IL)
- …- worth individuals and Family Offices + Serve as the trusted advisor to ultra- high net worth families on matters relating to current and forward-looking ... Responsibilities: + Advise clients and be accountable for delivering high quality tax service and advice and...growing KPMG's private client tax practice, which focuses on ultra- high net - worth individual, trust and… more
- CIBC (Chicago, IL)
- …services to provide "best in class" service and overall relationship management to high net worth clients. + Support business development efforts and ... revenue for the organization; to retain client relationships through high touch service ; and to grow the...; and to grow the business within a targeted high net worth client group… more
- Grant Thornton LLP (Chicago, IL)
- …complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth , closely held business and family business clients - ... tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From day...+ Provide tax planning and consulting to our firm's high net worth clients for… more
- Huntington National Bank (Chicago, IL)
- …in banking, investment management, or insurance products and services for high or ultra- high net worth clients. + NOTE: This position may be considered ... centers of influence. + Responsible for providing legendary client service to retain client relationships. + Builds strong relationships...and life insurance licenses. + Demonstrated success working with high net worth clients. +… more
- Bank of America (Chicago, IL)
- …+ A minimum of 10-15 years of investment decision making and financial consulting experience working with high net worth clients and ultra- high net ... Join us! **Job Description:** This job is responsible for working with complex, high - net - worth investors to create customized investment strategies. Key… more
- Bank of America (Merrillville, IN)
- …to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment ... across the business to increase opportunities for affluent and high net worth client acquisition...+ Has two years' experience working in the financial service industry and/or a sales environment where goals were… more
- HUB International (Chicago, IL)
- …manager approval + Provides service and cross-sells account products for clients in the high net worth marketplace + Acts as liaison between clients and ... an insurance Account Management role + Agency experience is required + Experience working in the high net worth marketplace + High School diploma or… more
- BMO Financial Group (Chicago, IL)
- …strategy the portfolio. + Provides superior service to an assigned portfolio of high net worth clients with an objective of becoming their trusted ... Develops, manages, retains and grows profitable banking relationships with high - net - worth clients and prospects. Assists in the design, development and… more
- JPMorgan Chase (Chicago, IL)
- JP Morgan Advisors, the ultra- high net worth division of J. P. Morgan Wealth Management, offers US based clients and their advisors the personalized ... client experience across all deposit products. **Job responsibilities:** + Provide high quality, high touch service to JP Morgan Advisors clients across… more
- BMO Financial Group (Chicago, IL)
- …diverse background in financial service industry and expert knowledge of the banking services for the high net worth / ultra high net worth ... Provides a superior level of customer service and portfolio management in lending services for...both internal and external. + Performs client sales & service support activities as required to meet client needs… more
- PNC (Chicago, IL)
- …Hawthorn which each respectively serves our high - net worth and ultra- high net worth wealth segments. If you are passionate about developing and ... of education, job specific certification(s), and experience (including military service ) may be considered. **Education** Bachelors **Additional Job Description**… more
- Wells Fargo (Chicago, IL)
- …in Spanish/English + Customer service experience + Experience working with high net - worth clients **Job Expectations:** + This position requires ... with customers to understand their needs and provide them with a high quality loan service + Inform prospective and existing customers of WFHM programs, rates,… more
- BMO Financial Group (Chicago, IL)
- Develops, manages, retains and grows profitable banking relationships with high - net - worth clients and prospects. Assists in the design, development and ... meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to… more
- Cherry Bekaert (Chicago, IL)
- …heads of families, family businesses, private equity fund owners, as well as high net worth individuals. Our expertise includes providing services ... status updates and communicate and involve the partner in the resolution of client service , tax or accounting problems/issues as they arise. + Work to wrap-up tax… more
- US Bank (Chicago, IL)
- …+ Eight or more years of experience interacting with High and Ultra High Net Worth clients **Preferred Skills/Experience** + Requires established network ... to business need. Job postings in areas with a high volume of applicants, such as customer service... high volume of applicants, such as customer service , contact center, and Financial Crimes investigations, remain open… more
- Citigroup (Chicago, IL)
- …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where appropriate (including, but… more